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Form request

Ready-to-use template built for accountants and bookkeepers — just download and go

This is the standard Form request email template that comes with Engager. If you’ve changed or deleted your copy, you can restore it at any time: go to Settings > Communication > Message templates (category Forms), open the template, or create a new message template if it isn’t in your list, and paste in the text below (see How to add email templates). Put the subject line in the template’s E-mail subject: field and the rest in the body. [Contact First Name], [FormName], [FormRequestLink] and [Current User] are placeholders, so they fill in automatically for each client.

Subject: Action Required: Form Awaiting Your Response

Hi [Contact First Name],

We kindly ask you to complete the form titled '[FormName]', which is now available in our Client Portal.

[FormRequestLink]

Thank you.

Best regards,
[Current User]